Monthly Archives: September 2020

Episode 7 – A Deep Dive into Insurance Adjusting – with Guest Mark Goldwich



Gold Star Adjusters knows the insurance game inside and out—and they have your best interest in mind.

In this episode, Rick Dwyer is joined by the company’s president and CEO, Mark Goldwich, who explains the role of Gold Star Adjusters when it comes to presenting a claim to achieve the maximum settlement for a loss. 

In this episode, you will learn:

  • Mark Goldwich’s experience as a policyholder professional 
  • How to spot an insurance company adjuster 
  • Why it is important to verify the license of a public insurance adjuster  
  • Mark’s Veteran Claim Victory non-profit organization and its ties to the insurance business  
  • And more!

Tune in as Mark discusses how his firm prepares and negotiates your claims with your best interests in mind! 

Resources: Argallus Financial Group | (904) 800-7299 | Mark Goldwich | Gold Star Adjusters | Veterans Claim Victory 


Episode 6 – What to Do with an Unwanted Life Insurance Policy – with Guest Lisa Rehburg



Did you know that there are many ways you can benefit from an unwanted life insurance policy? 

In this episode, Rick Dwyer and guest, Lisa Rehburg, discuss several options you can consider before dropping or letting an unwanted life insurance policy expire.

In this episode, you will learn:

  • What a life insurance settlement is
  • The difference between a term and permanent policy 
  • The three factors that determine a policy payment 
  • Solutions for when you don’t want or need a policy 
  • And more!

Tune in as Rick and Lisa highlight how a policy can change depending on an individual’s life expectancy! 

Resources: Argallus Financial Group | Rick Dwyer | Lisa Rehburg | Rehburg Life Settlements


Episode 5 – A Discussion of All Things Taxes



While “taxes” is certainly a small word, it’s no secret that it carries huge and very important implications. 

Rick Dwyer clarifies many financial and retirement issues involving taxes, and shares his insight on how to maneuver the tax conversation when speaking with your advisor. 

In this episode, you will learn:

  • How to discover whether you are paying too much or too little in taxes 
  • The role of the government when it comes to taxes 
  • How a qualified plan can help you in retirement 
  • The difference between tax planning and tax preparation 
  • And more!

Tune in as Rick discusses different techniques and tools you can use to minimize your taxes! 

Resources: Argallus Financial Group | (904) 800-7299 | Rick Dwyer